Excel Sheet Grouping for Organization

Question

Has anyone ever looked into the idea of sheet grouping where Excel tabs can be placed in a 'folder' or 'group' to help organize larger workbooks?

For example, if you have a large standing workbook with financial statements, you may want to have a group for Revenue that contains individual sheets for all 25 GL Accounts. Then the same for expenses. This could create an easier way to navigating around a larger workbook.

BP

Answer 1

group the data not the container (workbook, sheets, folder, etc)

Answer 2

re: " Has anyone ever looked into the idea of sheet grouping"

I recently wrote code to group worksheets by year with each year group

consisting of four Quarter worksheets. The tabs look like this...

And so on for the four years.

It has VBA code in a standard module and in the four "Year" worksheet modules.
The code is fairly short but I had initial problems with the logic.

I added the following instructions...

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TO CHANGE THE WORKBOOK YEARS…
go to the Ribbon | View (tab) | Macros and run macro: "SetBeginningYear".
CAUTION: Do not remove the word "Year" from the Year sheet tabs and
do not add "Year" to other sheet tabs.

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You would have to hire someone experienced with VBA to do your version.

(not me)
If you want to see the workbook, post back and I will add it to OneDrive for download.
(the code is protected)
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NOTE: a linked Table of Contents for the workbook might also be a solution for you.

The free "Add Table of Contents" workbook is available now on OneDrive.

(see link below)

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NLtL https://1drv.ms/u/s!Au8Lyt79SOuhZw2MCH7_7MuLj04?e=sAwbHU

Answer 3

Perhaps create an Index sheet, make a listing of each sheet; then assign a hyperlink to each sheet name to navigate to that sheet with one click. Right click on cell and select "Link" at the bottom of the pop out window followed by "Insert Link..."; then select "Place in This Document". Select the sheet to link to. You can also enter a cell reference to the cell to jump to on that page. If you list a range of cells such as C5:C18, those cells will be selected when you jump to that page. Notice that you can also link to another Excel document, etc.

Out on each of the individual sheets, create a link back to the Index page as shown far below. Once created, copy that cell and paste it in the same place on every one of the other sheets in your document.